See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,750 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $22,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$127,877 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,462 | $68,092+38.7% | $73,307+28.9% | $59,188+59.6% |
| Participation rate | 92.7% | 78.1%+14.6pp | 74.9%+17.8pp | 69.4%+23.3pp |
| Annual return | 2.00% | 5.93%-3.9pp | 5.67%-3.7pp | 5.51%-3.5pp |
| Employer contribution / active EE | $3,995 | $2,018+97.9% | $3,237+23.4% | $2,098+90.4% |
| Participant deferral / active EE | $7,572 | $5,041+50.2% | $4,991+51.7% | $3,265+131.9% |
| Admin fee / account holder | -$13 | $630-102.1% | $5,637-100.2% | $92-114.2% |